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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,094 | $109,863+228.7% | $98,477+266.7% | $167,518+115.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.60% | 1958.09%-1933.5pp | 1493.59%-1469.0pp | 478.71%-454.1pp |
| Employer contribution / active EE | $7,467 | $3,225+131.5% | $2,961+152.2% | $4,838+54.3% |
| Participant deferral / active EE | $27,250 | $4,673+483.1% | $4,276+537.2% | $6,342+329.7% |
| Admin fee / account holder | $60 | $6,755-99.1% | $5,951-99.0% | $12,312-99.5% |